Taya, a major copper clad laminate (CCL) manufacturer, announced June earnings per share (EPS) of 3.06 yuan, driven by surging demand for AI servers and high-speed transmission. The company's high-end product orders are robust, with capacity utilization maintained at full load, supported by product price increases and new capacity from its Thailand plant.
High-end CCL, a critical material for AI server PCBs, is seeing full capacity and price increases, indicating tightening supply for core AI compute components.